Private Wealth Manager

About Ark Wealth Management & Noah Holdings We specialize in offering bespoke financial solutions and wealth management services to high-net-worth individuals and families across the globe. As part of Noah Holdings, a leading wealth and asset management platform, we bring unparalleled expertise and resources to meet the complex needs of our clients. With a strong presence in China and other key international markets, we are committed to providing our clients with top-tier financial advice, tailored strategies, and cutting-edge investment opportunities. Job Overview We are seeking a highly experienced Private Wealth Manager with a proven track record of successfully managing and growing a portfolio of high-net-worth clients. This role is ideal for a driven and results-oriented professional who has a successful client book history and a deep understanding of the needs of Chinese high-net-worth individuals. You will be responsible for developing and managing personalized financial strategies, building long-term client relationships, and expanding your client base within a fast-paced, dynamic environment. Key Responsibilities Client Relationship Management : Build and maintain strong, long-term relationships with high-net-worth clients, offering personalized wealth management solutions tailored to their unique needs and goals. Successful Client Book History : Leverage an established, successful client book and actively grow the portfolio through referrals, new client acquisition, and retention strategies. Investment Strategy : Design, implement, and monitor customized investment strategies that align with clients’ financial objectives, risk tolerance, and market conditions. Portfolio Management : Manage and grow client portfolios across a broad range of asset classes, including equities, fixed income, alternative investments, and insurance products. Cross-Border Financial Planning : Provide expertise on cross-border financial planning, including tax optimization, estate planning, and retirement strategies, especially for clients with international financial interests. Market Insight : Stay abreast of market trends, regulatory changes, and new financial products, ensuring clients receive the most up-to-date and relevant advice. Business Development : Actively identify and pursue new business opportunities, leveraging your existing client book and industry networks to expand the client base. Team Collaboration : Work closely with other teams, including investments, compliance, and legal, to ensure seamless service delivery and adherence to regulatory requirements. Networking : Represent the company at industry events and client meetings, enhancing the company’s reputation and network within the wealth management industry. Qualifications & Requirements Education : Bachelor’s degree in Finance, Economics, Business Administration, or a related field. Advanced qualifications such as CFA, CFP, or MBA are a plus. Experience : Over 5 years of experience in wealth management, private banking, or relationship management, with a focus on high-net-worth clients. Proven success in managing and growing a client book is essential. Cultural Understanding : Extensive experience working with Chinese high-net-worth individuals and an in-depth understanding of their financial preferences and cultural nuances. Skills : Strong knowledge of investment products, financial planning strategies, estate planning, tax optimization, and asset allocation. Languages : Fluency in Mandarin and/or Cantonese is required, with proficiency in English. Business Development : Strong sales and business development skills, with a track record of successfully acquiring and retaining high-net-worth clients. Regulatory Knowledge : Solid understanding of the regulatory environment and compliance standards in wealth management. Competitive salary and performance-based bonuses Comprehensive benefits package, including health insurance, retirement plans, and employee perks Opportunities for career growth and professional development A collaborative and dynamic work environment with access to global expertise and resources #J-18808-Ljbffr